SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.5B
AUM Growth
+$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$38.9M
3
+$32.1M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$12.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$67.6M
2
+$11.4M
3
+$9.29M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$8.9M
5
CLX icon
Clorox
CLX
+$8.4M

Sector Composition

1 Technology 7.81%
2 Financials 4.99%
3 Healthcare 4%
4 Consumer Discretionary 3.19%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$825K 0.02%
16,803
+617
352
$824K 0.02%
4,033
-573
353
$823K 0.02%
4,955
+51
354
$819K 0.02%
3,535
355
$819K 0.02%
1,638
+55
356
$817K 0.02%
16,337
+1,575
357
$815K 0.02%
618
+23
358
$801K 0.02%
20,985
-2,358
359
$799K 0.02%
+24,849
360
$790K 0.02%
6,246
+1,200
361
$784K 0.02%
33,840
362
$778K 0.02%
2,469
+110
363
$774K 0.02%
1,595
+130
364
$769K 0.02%
2,509
+375
365
$765K 0.02%
8,243
-6,791
366
$758K 0.02%
9,815
+664
367
$755K 0.02%
27,359
368
$751K 0.02%
94,246
+8,145
369
$747K 0.02%
10,407
-280
370
$746K 0.02%
85,134
+1,574
371
$745K 0.02%
42,736
-2,989
372
$742K 0.02%
13,541
+996
373
$742K 0.02%
28,339
+4,902
374
$741K 0.02%
19,627
-888
375
$730K 0.02%
23,367
+4,478
13 14
15
16 17